12 episodes

Equity compensation is notoriously complex for both participants and stock plan administrators. Amy Reback, Vice President of Stock Plan Services at Charles Schwab, talks candidly with guests from the stock plan world to untangle how it all works, so you can make more empowered decisions.

Podcasts are for informational purposes only. This channel is not monitored by Charles Schwab. Please visit schwab.com/contactus for contact options. (0121-0YBG).

Equity Unpacked: The Stock Plan Administrator's Podcast Charles Schwab

    • Business
    • 5.0 • 11 Ratings

Equity compensation is notoriously complex for both participants and stock plan administrators. Amy Reback, Vice President of Stock Plan Services at Charles Schwab, talks candidly with guests from the stock plan world to untangle how it all works, so you can make more empowered decisions.

Podcasts are for informational purposes only. This channel is not monitored by Charles Schwab. Please visit schwab.com/contactus for contact options. (0121-0YBG).

    Conflict Between Russia and Ukraine

    Conflict Between Russia and Ukraine

    Over the past several months, the U.S. and its allies have imposed unprecedented sanctions against Russia in response to its invasion of Ukraine. Amy and her guest, Monica Protz, Director of Global Sanctions here at Schwab, unpack what these sanctions mean for stock plan administration. They cover some of the challenges employers face, the impact on the markets, and what participants will want to know.

    • 20 min
    Quick Takes - Measuring Success

    Quick Takes - Measuring Success

    Measuring equity plan success isn’t quite one-size-fits-all. But there are three key things to keep in mind when building a compensation plan that can make measuring success easier and more consistent over time. In this episode, host Amy Reback reveals the fundamental values worth sticking to in order to create a successful equity compensation plan.

    • 3 min
    Quick Takes - Top 3 Participant Missteps

    Quick Takes - Top 3 Participant Missteps

    Host Amy Reback looks back on common missteps participants have taken on their equity journeys. She identifies three specific mistakes to watch out for, explores different ways to avoid them, and covers what can be done to help participants better understand these pitfalls.

    • 4 min
    Quick Takes - Increasing Participation in ESPPs

    Quick Takes - Increasing Participation in ESPPs

    Host Amy Reback tackles the crucial question: Why aren’t more employees adopting their ESPP? She explores a two-part strategy to market ESPPs as an enticing financial benefit that can help participants reach their financial goals.

    • 7 min
    Quick Takes - 2021 End of Year Recap

    Quick Takes - 2021 End of Year Recap

    Host Amy Reback brings together the themes we’ve explored in 2021, recapping the conversations we’ve had, the leaders we’ve welcomed, and the nuggets we’ve uncovered to help stock plan administrators navigate the changing world of equity compensation and serve their participants.

    • 7 min
    Workplace Mobility

    Workplace Mobility

    Host Amy Reback is joined by Christine Zwerling, Director of Global Equity Operations at Twilio, to unpack how stock plan administrators can adapt to the pandemic-induced mobile workforce. From managing tax and income sourcing implications to key actions admins can take now, they discuss how to stay compliant to serve the workforce of the future.

    • 29 min

Customer Reviews

5.0 out of 5
11 Ratings

11 Ratings

BengalsSuperbowl2020 ,

Great Podcast

Amy does a great job of discussing important topics in equity compensation. Great podcast 5 stars

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